PlanGuru University Class Materials

Class #1 - October 29, 2025

Join the PlanGuru Advisor Partnership Program

Class #2 - November 5, 2025

Part 1

Part 2

Class #3 - November 12, 2025

Download the Virtual CFO Client Presentation (PPT)

Class #1 - October 8, 2024

Class 1 Slides (PDF)

Join the PlanGuru Advisor Partnership Program

Class #2 - October 15, 2024

Class 2 Slides (PDF)

Class #3 - October 22, 2024

Class 3 Slides (PDF)

Download the Virtual CFO Client Presentation (PPT)